2 Sectors Where the Ultra-Wealthy Are Putting Their Money

Family offices poured more than $3 billion into tech, media, and telecom companies. But materials attracted the most capital—$4.8 billion.

Barrons • May 23, 2026

These Critical Mineral Stocks Could See AI-Style Momentum

China's dominance in critical mineral refining is becoming an increasingly important geopolitical and economic risk. Market capitalizations across the sector could create unusual opportunities.

Seeking Alpha • May 14, 2026

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

Zacks Investment Research • May 8, 2026

REMX: Why Rare Earths Are Becoming The New Oil

The VanEck Rare Earth and Strategic Metals ETF (REMX) offers targeted exposure to the escalating geopolitical and supply chain battle over rare earths between the U.S. and China. REMX is best suited as a 5% satellite holding in aggressive portfolios, given its high concentration, lithium exposure, and asymmetric China-related risks. Massive U.S. initiatives like Project Vault ($12B) and FORGE are reshaping the Western rare earth supply chain, but processing bottlenecks and Chinese dominance persist.

Seeking Alpha • May 5, 2026

Japan PM Takaichi set for talks with Australia's Albanese on energy security

Japan Prime Minister Sanae Takaichi is set to hold talks in Canberra ​on Monday with Australian counterpart Anthony Albanese, ‌at which energy security and rare earths cooperation are likely to be high on the agenda.

Reuters • May 4, 2026

Embattled U.S. manufacturers show their metal, grow fourth month in a row despite Iran war

ISM shows strongest expansion since 2022 — but inflation is a big problem

Market Watch • May 1, 2026

VanEck Highlights AI Infrastructure at Exchange 2026

VanEck's Ed Lopez used the Exchange 2026 conference in Las Vegas to highlight how AI infrastructure is reshaping investment opportunities across metals, energy, and emerging markets. Key Takeaways: VanEck's REMX was named Thematic ETF of the Year for AI infrastructure and defense exposure.

ETF Trends • Apr 15, 2026

EXCLUSIVE: Forget Lithium — These Under-The-Radar Minerals Are Seeing The Biggest Price Moves

Lithium may dominate the headlines, but it's no longer the most interesting story in critical minerals. A quieter rally is building—one driven by AI demand, defense needs, and tightening supply.

Benzinga • Apr 14, 2026

Rare Earths: State Intervention Needed To Reshape Rare Earths Market

Government support is emerging as the most effective strategy for nations to cut their dependence on China's rare earths supply chains, as market forces alone could not overcome China's entrenched dominance in the sector, according to industry participants. China's recent restrictions on its rare earths exports have increased the urgency for industry players to seek alternative sources of the material.

Seeking Alpha • Apr 9, 2026

VanEck Rare Earth and Strategic Metals ETF Is Focused on a Hot Sector, Which is Good and Bad

Rare-earth metals are vital to modern technology and, thus, vital for the world. VanEck Rare Earth and Strategic Metals ETF provides a diversified portfolio of rare-earth stocks with one investment.

The Motley Fool • Apr 6, 2026